Custom tasks

Custom task managers provide a flexible way to organize work with tasks. They are built on top of pre-configured workflows and task types.

To access workflow and task type setup, you need an Enterprise plan.

What is shown in a custom task manager?

Each custom manager is available from the dropdown list in the TASK MANAGER tab on the top navigation bar.

For the selected manager, tasks can be displayed as a board or a list. Tasks are shown based on the selected object. Each task includes the following fields:

• ID

• Summary

• Status

• Due date

• Assignee

• Priority

• Single-action menu

If the task is created for a miner and shown in board view, additional fields are available:

• Model

• Index

• Client

Filters are available by Client, Assignee, Reporter, and Status.

How to create a task inside the manager?

Click Create Task. A form will open that corresponds to the first Screen element of the linked workflow.

The form includes:

• Task type – you can switch to a different type.

• Priority – urgency level (default: Medium).

• Summary – a short description.

• Custom fields – added through Screen.

• Add assets – attach objects.

• Description – task details.

• Status – first status of the process (not editable).

• Due date – options: 1 week, 2 weeks, 1 month.

• Assignee – with “Assign to me” available.

• Reporter – current user (not editable).

How to create a task for a miner?

To create a task for a device:

1. Open the Dashboard page.

2. Click the Single-action menu for the miner.

3. Select Create Task.

4. Fill in required fields in the modal window.

5. Choose the task type from the dropdown.

6. Click Apply.

The task will appear in the task manager for the selected type, in the column/accordion of the first status, and a pop-up will confirm the task ID.

How to edit a task?

Click the task or the Edit button. A form opens that matches the current status.

If the task is linked to a device, the following fields are also displayed:

• Index

• Model

• Submodel

• Client email

• Serial number

• MAC

Custom fields are editable only if they were marked as editable in the Status element of the workflow scheme. After changes, click Save.

How to change a task status?

Task status can be changed in two ways:

1. Through the edit form – select a new status from the dropdown. Only statuses allowed by the workflow will be shown.

2. On the board view – drag and drop the task card to another column. Each column shows the statuses allowed for that task type.

If more than three transitions are available, a More drop-zone appears. Dropping a task there opens the edit form with the status dropdown.

When switching statuses, a modal window may appear. It includes default fields (like in the create/edit form) plus custom fields marked as View/Edit for the connecting Screen element. This window won’t open if all required fields were already filled earlier.

Bulk task editing

Within the Task manager, you can bulk edit tasks via file. To do this, select the required tasks in the checkboxes when viewing them in list view and select "Edit via file" in the bulk actions panel. Then, download the file in .csv (.xlsx) format, edit it on your device, and upload it to the same window in the interface. When editing values ​​in the file, be sure to keep in mind that all comparisons are based on the task number. Values ​​must be in the same format as in the originally downloaded file. If you're unsure how a value is specified in the system, first find it in the system and copy it. Any errors will be highlighted in the upload window, so don't worry about missing anything. Once a valid file is uploaded and you confirm the change, all tasks specified in the file will be updated according to the information you entered.

FAQ

How does a custom task manager appear?

It’s created automatically when you add a task type linked to a workflow.

How do I create a task in a custom manager?

Click Create Task, fill in the form, and save. Fields depend on the configured process.

What happens if I select another task type when creating a task?

Custom fields in the form update based on the new type. The task will appear in the manager for that type.

Can I change a task status manually?

Yes, either by editing the task or dragging it on the board (if allowed by the workflow).

Why don’t some fields appear when creating or editing a task?

Visibility and editability of fields depend on Screen settings and the current task status.

How can I quickly assign myself as the assignee?

In the Assignee field, click Assign to me.

Can I roll back a task's status?

Yes, you can, provided you have the necessary role access. In the task interface, next to the "Status" field, there's an icon for rolling back the status. Rolling back the status for a single task is possible as many times as specified in the role access settings.

How do I switch between board and list views?

Use the view toggle in the top-right corner of the custom manager interface.

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